AUMdb

Self Directed Profit Sharing Retirment Plan

Sponsored by Drs Kelley & Mcdowell Pa · EIN 570564674 · Plan #001 · Kershaw, SC

Total assets
—
Net assets
—
Active participants
3
With balances
3

Plan year beginning 10/01/2024 · Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.